
Supercharge Task Management in Salesforce
Your time is valuable. Our aim is to quickly uncover if TaskRay aligns to your business needs.
WHAT WE WILL DISCUSS
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Your current process for managing projects, tasks and onboarding
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Your preferred task management process; Spreadsheets, Kanban, project boards, gantt charts, calendars, etc.
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Confirm the features and functionality you want to see in TaskRay
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Coordinate time to see your personalized demo of TaskRay with our Account and Solutions team
Schedule A Demo!

Turn Task Chaos Into Clear Next Steps
Give every team a simple, reliable way to manage work so projects stay on track, priorities are obvious, and updates take minutes instead of hours.
Time Tracking
Compare estimated and actual hours so you understand effort and utilization clearly.
Task Weighting
Weight tasks by impact so progress reflects real work completed.
Checklists
Break tasks into simple steps so details are captured and never forgotten.
AI-Powered Task Prioritization
Highlight urgent or high-impact tasks so teams always know what comes first.
AI-Powered Time Tracking
Step-by-step prompts help people log time accurately without extra friction. Coming soon!
AI-Powered Flexible Scheduling
Shift dates or milestones and let the system adjust linked work automatically. Coming soon!
TaskRay is the leading Customer Onboarding App for Salesforce
Plan projects with pre-built templates, easily assign tasks to teams, and collaborate
with customers — all natively in Salesforce. Watch the demo video to learn more.
